PensionBee

PensionBee is a privately owned online pensions and investments company based in London. It was founded in 2014 by its CEO Romi Savova and chief technology officer Jonathan Lister Parsons.

PensionBee
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We don't currently rate PensionBee in our Customer Experience Ratings.

Investing and pensions

Ready-made Ethical Personal Pensions

PensionBee

PensionBee Fossil Fuel Free Portfolio

3 stars
Cost (Year 1) i £800.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00

Ready-made Income Drawdown

PensionBee

PensionBee Tracker Drawdown Portfolio

4 stars
Annual cost of regular payments £0.00
Cost of setting up income drawdown £0.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started £0.00
Cost (Year 1) i £705.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Same day payment/payment by CHAPs £0.00
Account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Charge for transferring investments to another platform i £0.00
Charge for withdrawing your whole pension (if it is small enough to meet government rules) £0.00
Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down £0.00
Charge for account closure within 12 months through drawdown £480.00
Cost of reviewing your income drawdown if it is a capped drawdown plan £0.00
Charge for purchasing an annuity

PensionBee

PensionBee Tailored Drawdown Portfolio

4 stars
Annual cost of regular payments £0.00
Cost of setting up income drawdown £0.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started £0.00
Cost (Year 1) i £945.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Same day payment/payment by CHAPs £0.00
Account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Charge for transferring investments to another platform i £0.00
Charge for withdrawing your whole pension (if it is small enough to meet government rules) £0.00
Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down £0.00
Charge for account closure within 12 months through drawdown £480.00
Cost of reviewing your income drawdown if it is a capped drawdown plan £0.00
Charge for purchasing an annuity

PensionBee

PensionBee Preserve Drawdown Portfolio

4 stars
Annual cost of regular payments £0.00
Cost of setting up income drawdown £0.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started £0.00
Cost (Year 1) i £705.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Same day payment/payment by CHAPs £0.00
Account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Charge for transferring investments to another platform i £0.00
Charge for withdrawing your whole pension (if it is small enough to meet government rules) £0.00
Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down £0.00
Charge for account closure within 12 months through drawdown £480.00
Cost of reviewing your income drawdown if it is a capped drawdown plan £0.00
Charge for purchasing an annuity

PensionBee

PensionBee Pre-Annuity Drawdown Portfolio

4 stars
Annual cost of regular payments £0.00
Cost of setting up income drawdown £0.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started £0.00
Cost (Year 1) i £945.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Same day payment/payment by CHAPs £0.00
Account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Charge for transferring investments to another platform i £0.00
Charge for withdrawing your whole pension (if it is small enough to meet government rules) £0.00
Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down £0.00
Charge for account closure within 12 months through drawdown £480.00
Cost of reviewing your income drawdown if it is a capped drawdown plan £0.00
Charge for purchasing an annuity

PensionBee

PensionBee 4Plus Drawdown Portfolio

3 stars
Annual cost of regular payments £0.00
Cost of setting up income drawdown £0.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started £0.00
Cost (Year 1) i £1,260.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Same day payment/payment by CHAPs £0.00
Account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Charge for transferring investments to another platform i £0.00
Charge for withdrawing your whole pension (if it is small enough to meet government rules) £0.00
Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down £0.00
Charge for account closure within 12 months through drawdown £480.00
Cost of reviewing your income drawdown if it is a capped drawdown plan £0.00
Charge for purchasing an annuity

PensionBee

PensionBee Shariah Drawdown Portfolio

3 stars
Annual cost of regular payments £0.00
Cost of setting up income drawdown £0.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started £0.00
Cost (Year 1) i £1,260.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Same day payment/payment by CHAPs £0.00
Account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Charge for transferring investments to another platform i £0.00
Charge for withdrawing your whole pension (if it is small enough to meet government rules) £0.00
Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down £0.00
Charge for account closure within 12 months through drawdown £480.00
Cost of reviewing your income drawdown if it is a capped drawdown plan £0.00
Charge for purchasing an annuity

Ready-made Personal Pensions

PensionBee

PensionBee Tracker Portfolio

5 stars
Cost (Year 1) i £550.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

PensionBee

PensionBee Preserve Portfolio

5 stars
Cost (Year 1) i £550.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

PensionBee

PensionBee Tailored Portfolio

4 stars
Cost (Year 1) i £750.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

PensionBee

PensionBee Pre-Annuity Portfolio

4 stars
Cost (Year 1) i £750.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

PensionBee

PensionBee 4Plus Portfolio

3 stars
Cost (Year 1) i £1,000.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

PensionBee

PensionBee Shariah Portfolio

3 stars
Cost (Year 1) i £1,000.00
Account closure fee £0.00
Charge for transferring investments to another platform i £0.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?